Personal Wealth Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-370
Closed -$35K 322
2019
Q4
$35K Hold
370
0.02% 165
2019
Q3
$33K Hold
370
0.02% 168
2019
Q2
$33K Buy
+370
New +$33K 0.02% 149